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Using JO to create Informative Email Notifications about CTA Creation

  • 25 March 2020
  • 5 replies
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T
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Hey all,

We had a few users state that the email notification they received whenever they had a CTA assigned to them did not contain sufficient information.

Therefore, we thought about using the JO to compensate for that. We thought about creating a program that we launch whenever a CTA is assigned to a user. Has anyone done that before or knows how this could be done? Would be so helpful!

 

Thanks,

Tal

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Best answer by john_apple 31 March 2020, 16:42

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john_apple
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Hi @TalAmor - yes, this should be possible. Create a New Program and configure for Users (instead of Company) and use Email Chain (should be the only option if you select Users).

In the query, you need to bring in basic information from the Users object (email, GSID, name) and then merge that with a data from Call to Action object (filtered by created date and with show fields to include the GSID of the assignee).

With in the Unique Criteria, you’ll want to use a field that holds values for the ID of the CTA so that you’ll send email per CTA rather than per User. If you wanted just one email per User, you would need to make some sort of report to add to the email template.

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Hi John,

Thanks for the very detailed response!

Which filter should I use for the created date?

T
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Hi John,

Currently stuck with the filter for created date, which time frame should I choose in order for the program to only inform the user once on a new CTA? 

 

Thanks,

Tal

john_apple
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Sorry - didn’t see your reply @TalAmor 

If you plan to have it send daily (as opposed to weekly or later), you’ll want to consider the sync time of the program as well as the filter on the report.

For example, if you have the Program sync in the evening after your CTA Rules run, then you’d probably want the date filter to be Created Date = Rule Date. If you plan to sync in the morning before rules run that day, then the filter would need to be something like Created Dated = Subtract 1 day from Rule Date so that you get the CTAs created the day prior.

You could also make the filter be Created Date is Greater Than or Equal to Subtract 1 Day from Rule Date. This would get CTAs created the day prior as well as any that were created that day before the Program sync started.

sai_ram
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@john_apple Thanks for the reply! 

@TalAmor did you get a chance to view the comments posted by @john_apple 

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